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Duke Energy

2,358 hedge funds and large institutions have $62.9B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 1,003 increasing their positions, 820 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.6% more ownership

Funds ownership: 68.44%69.03% (+0.6%)

5% less capital invested

Capital invested by funds: $65.9B → $62.9B (-$2.99B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,358
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$619M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gotham Asset Management
New York
$65.8M
SEI Investments
102
SEI Investments
Pennsylvania
$64.9M
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$64.8M
Macquarie Group
104
Macquarie Group
Australia
$63M
VRS
105
Virginia Retirement Systems
Virginia
$60.2M
Nordea Investment Management
106
Nordea Investment Management
Sweden
$59.7M
Bank Julius Baer & Co
107
Bank Julius Baer & Co
Switzerland
$59.4M
APG Asset Management
108
APG Asset Management
Netherlands
$58.4M
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$56.2M
Canada Life
110
Canada Life
Manitoba, Canada
$55.2M
FWIA
111
Fort Washington Investment Advisors
Ohio
$55.1M
Pictet Asset Management
112
Pictet Asset Management
Switzerland
$55.1M
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$54.2M
Aberdeen Group
114
Aberdeen Group
United Kingdom
$52.2M
YCM
115
Yaupon Capital Management
New York
$52M
Osaic Holdings
116
Osaic Holdings
Arizona
$51.9M
MML Investors Services
117
MML Investors Services
Massachusetts
$50.7M
BGIM
118
Brandywine Global Investment Management
Pennsylvania
$50M
Prudential Financial
119
Prudential Financial
New Jersey
$49.7M
VDI
120
Vaughan David Investments
Illinois
$49.4M
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$48.5M
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$48.3M
EIP
123
Epoch Investment Partners
New York
$47M
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$46.7M
KeyBank National Association
125
KeyBank National Association
Ohio
$45.9M